portfolio rebalancing

The Ultimate Guide to Portfolio Rebalancing for Mutual Fund Investments

1. Introduction Portfolio rebalancing is an essential process for optimizing mutual fund investments that investors should notice more. It involves periodically reviewing and adjusting the allocation of assets in a portfolio to maintain a consistent level of risk and return. This article will delve into the technical details of portfolio rebalancing, highlighting its importance, benefits, and best practices. Explanation of Portfolio Rebalancing Portfolio rebalancing refers to the process of realigning the allocation of assets in a portfolio to bring it back to its original target allocation.

Balanced Funds in the Indian Market, Advantages and Disadvantages

1. Introduction Balanced or hybrid funds are mutual funds that invest in equities and fixed-income securities to balance growth and income. These funds have gained popularity in the Indian market due to their ability to provide a diversified portfolio and mitigate risks associated with investing in a single asset class. With the Indian market experiencing increased volatility and uncertainty, balanced funds have become an attractive investment option for novice and seasoned investors.